Jeff Sheldon, Principal & Co-Founder

Jeff Sheldon is a principal and co-founder of Cardinal Point. Jeff and his team provide disciplined, long-term investment management, cross border and wealth planning strategies that enable affluent individuals to focus on their families, careers and hobbies. Jeff has worked in the financial services industry for over 13 years in both the United States and Canada. Prior to co-founding Cardinal Point, Jeff worked as a national business development consultant for a California-based turnkey asset management provider (TAMP) firm. Jeff began his career working for Assante Asset Management as a regional business development associate in the Private Client division. He later became a partner in a financial advisory practice that focused on servicing high net-worth professionals and small business owners in Canada. Jeff holds a Bachelor of Arts degree from Queen’s University.

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